Billing Permission Dependencies
Important information for Multi-company Management systems:
If a user does not have access to all child accounts in your system, they can only add or edit payers and facilities within the accounts they can access. They will not be able to make these changes at the parent company level, since updates made at the parent level affect all child companies linked to that parent.
| Permission | Dependency |
| Accounting periods actions | "View accounting periods" |
| Adjustment posting | |
| Analytics | |
| Autocrosssovers | |
| Autocrossovers actions | "Autocrossovers" |
| Bulk assign/reassign | |
| Bulk upload authorizations | "Claim authorizations" |
| Check likelihood to pay | "View patient account" and "Patient billing review button" |
| Claim authorizations | |
| Claim batches actions | |
| Create new charge amounts | "Settings", "View settings", "Edit settings", or enable the Coder role |
| Create new claim | "View account" is needed if you want to create a claim from the Account page |
| Create new facility in a claim |
For incomplete claim access: Enable "Inc. claim - patient & transport details/COB" For completed claim access: Enable "View completed claim" and "Edit complete claim COB" |
| Create a new payer/plan in a claim |
For completed claim access: "Edit complete claim COB" and "View completed claim" For incomplete claim access: "Inc. claim - patient & transport details/COB", View completed claim", "Edit complete clam incident details" |
| Edit & delete attachments | "View completed claim", or "View patient account", or "Inc. claim-patient & transport details/COB", or "Inc. claim -LOS & DX/chrg" |
| Edit & delete notes | "View completed claim", or "View patient account", or "Inc. claim-patient & transport details/COB", or "Inc. claim -LOS & DX/chrg" |
| Edit claim header | |
| Edit complete claim charges | "View completed claim" |
| Edit complete claim COB | "View completed claim" |
| Edit complete claim credits/balance | "View completed claim" |
| Edit complete claim incident details | "View completed claim" |
| Edit complete claim patient details | "View completed claim" |
| Edit complete claim signatures | "View completed claim" |
| Edit frequent notes & diagnosis favorites | "Edit settings" |
| Edit payer-related info | "View payers" |
| Edit pt. acct. details/claims/COB/audit trail tabs | "View patient account" |
| Edit settings | "View settings" |
| Facilities actions | "View facilities" |
| Generate facility inv./remove claim from inv. | "View facilities", "Facilities actions", "Edit claim header" |
| Hold for deductible actions | "View hold for deductible" |
| inc. claim - LOS & DX/chrg | |
| Inc. claim - patient & transport details/COB | |
| Insights Content Creator | "Analytics" |
| Manual submission queue | |
| Manual submit bulk claims | |
| Patient billing review button | "View patient billing" |
| Payments/remittance batch status | |
| Post payments | |
| Pt. account actions | "View patient account" |
| Verify patient account | |
| View accounting periods | |
| View claim batches | |
| View claim batches actions | "View claim batches" |
| View completed claim | |
| View facilities | |
| View hold for deductible | |
| View patient account | |
| View patient billing | |
| View payers | |
| View settings | |
| View Waystar submissions | |
| Waystar submissions actions | "View Waystar submissions" |